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Product Updates
Increase Accuracy and Efficiency with Recurring Task Enhancements

What's new: We’ve enhanced the experience of creating and managing recurring tasks within Canopy’s Workflow module to provide more flexibility, context, automation, and accuracy...

4 min read LEARN MORE
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Product Updates
Dashboards

What's new: Keep a pulse on your firm's health with live data, easy-to-read visualizations, and the ability to save and share data and data visualizations. The answers you get...

1 min read LEARN MORE
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Webinars
Six Steps to Less Work and More Life with Ryan Lazanis

Ryan Lazanis, CPA and founder of Future Firm shares his unique 6-Step blueprint to a modern firm that increases your freedom and improves your...

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Practice Management
2023 Tax Season: the Numbers, the Challenges, and the Wins

In the fast-paced accounting environment, practice management software has become essential for efficient operations and streamlined workflows. The success of any software...

2 min read LEARN MORE
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Webinars
Practice Management: You're Doing it Wrong

The dynamic nature of practice management in accounting has sparked widespread interest, driven by its constant evolution. Gain valuable insights...

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Marketing Your Practice
Embracing Inclusion and Belonging: Keys to Longevity and Relevance

In today's fast-paced and ever-changing business landscape, leaders face the challenge of staying relevant to ensure longevity for their organizations. Understanding and embracing...

4 min read LEARN MORE
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Canopy Features and News
Canopy Claims 8 Awards from G2 & Capterra

accounting practice management software for accountants. This is possible only because we listen to our clients, incorporate feedback, and push ourselves to improve and impress. 

1 min read LEARN MORE
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Practice Management
Why Are Accountants Quitting?

The accounting profession has always been challenging and demanding, requiring much time, dedication, and attention to detail. However, in recent years, there has been a growing...

3 min read LEARN MORE
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Marketing Your Practice
Using ChatGPT in Your Accounting Firm (Part 2)

If you've spent any time near a screen lately, you’ve heard of ChatGPT — a language model trained by OpenAI. Every day, a new thread appears of someone who has figured out the...

3 min read LEARN MORE
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Product Updates
Stay Organized and Compliant with Canopy’s Document Retention Rules

What's new: Users can now apply retention rules on document folders to designate a specified amount of time to retain any files inside those folders. During this time period,...

3 min read LEARN MORE
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Canopy Features and News
Canopy Partner Connect

At Canopy, we understand how critical it is to have access to trusted and reliable partners who can help you achieve your goals. To assist you in finding the missing piece to your...

2 min read LEARN MORE
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Webinars
A Closer Look: Canopy Payments

In this webinar, we get a closer look into the newly improved Canopy Payments. Learn how our integrated payment processing tool can improve client...

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Practice Management
3 Reasons Why Accountants Need A Client Portal

Client portals have come a long way since they were first introduced. Revolutionary as they were, the first portals were simple tools—clunky and barely more secure than your...

3 min read LEARN MORE
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Blogs
5 Ways to Prioritize Your Mental Health

  Mental health determines how we handle stress, make choices and relate to others. It also impacts how we act, feel and think. The Center for Disease Control shockingly states...

3 min read LEARN MORE
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Practice Management
Retaining and Recruiting Talent in Accounting Firms: 5 Proven...

With many accountants quitting in the past two years and the dwindling number of college students entering the accounting field, there is an increased focus on employee retention...

3 min read LEARN MORE
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They like us. They really really like us.

Based on 1000+ reviews across these platforms

G2
45 stars

4.6 stars on G2.com

capterra-icon-1
45 stars

4.5 stars on Capterra

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45 stars

4.5 stars on GetApp